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Bellway p.l.c.LSE:BWY Rapporto sulle azioni

Cap. di mercato UK£2.1b
Prezzo delle azioni
UK£18.66
UK£31.86
41.4% sottovalutato sconto intrinseco
1Y-29.7%
7D1.0%
1D
Valore del portafoglio
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Bellway p.l.c.

Report azionario LSE:BWY

Capitalizzazione di mercato: UK£2.1b

BWY Community Fair Values

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Concorrenti di Bellway p.l.c.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per Bellway
Prezzi storici delle azioni
Prezzo attuale dell'azioneUK£18.66
Massimo di 52 settimaneUK£29.98
Minimo di 52 settimaneUK£17.63
Beta1.37
Variazione di 1 mese-6.28%
Variazione a 3 mesi-34.48%
Variazione di 1 anno-29.69%
Variazione a 3 anni-17.72%
Variazione a 5 anni-47.85%
Variazione dall'IPO596.27%

Notizie e aggiornamenti recenti

Aggiornamento della narrazione May 07

BWY: Future P/E Will Reflect Mixed Rating Shifts And Execution Risks

Bellway's analyst price target has been adjusted from £24.44 to £19.00 as analysts factor in revised assumptions for revenue growth, profit margins and discount rates, informed by recent target cuts at several banks and a rating upgrade at Peel Hunt. Analyst Commentary Recent research on Bellway shows a mix of views, with some upgrades highlighting company specific strengths and several price target cuts pointing to lingering concerns about growth, profitability and execution risks.
Articolo di analisi May 07

Should You Investigate Bellway p.l.c. (LON:BWY) At UK£19.95?

While Bellway p.l.c. ( LON:BWY ) might not have the largest market cap around , it saw a decent share price growth of...
Aggiornamento della narrazione Apr 22

BWY: Reset Expectations And Earnings Quality Will Support Future Re Rating

Analysts have reduced their price target for Bellway by £3.40 per share, reflecting revised expectations for revenue growth, profit margins and future P/E multiples following recent research updates from several major banks. Analyst Commentary Recent research on Bellway points to a mixed backdrop, but there are several clear positives that bullish analysts highlight when they look at valuation, execution and potential growth in earnings quality.

Recent updates

Aggiornamento della narrazione May 07

BWY: Future P/E Will Reflect Mixed Rating Shifts And Execution Risks

Bellway's analyst price target has been adjusted from £24.44 to £19.00 as analysts factor in revised assumptions for revenue growth, profit margins and discount rates, informed by recent target cuts at several banks and a rating upgrade at Peel Hunt. Analyst Commentary Recent research on Bellway shows a mix of views, with some upgrades highlighting company specific strengths and several price target cuts pointing to lingering concerns about growth, profitability and execution risks.
Articolo di analisi May 07

Should You Investigate Bellway p.l.c. (LON:BWY) At UK£19.95?

While Bellway p.l.c. ( LON:BWY ) might not have the largest market cap around , it saw a decent share price growth of...
Aggiornamento della narrazione Apr 22

BWY: Reset Expectations And Earnings Quality Will Support Future Re Rating

Analysts have reduced their price target for Bellway by £3.40 per share, reflecting revised expectations for revenue growth, profit margins and future P/E multiples following recent research updates from several major banks. Analyst Commentary Recent research on Bellway points to a mixed backdrop, but there are several clear positives that bullish analysts highlight when they look at valuation, execution and potential growth in earnings quality.
Aggiornamento della narrazione Apr 08

BWY: Earnings Execution And Margins Will Support Higher Future Pricing

Bellway’s analyst fair value estimate has shifted from £36.26 to £37.43, as analysts factor in updated assumptions on the discount rate, revenue growth, profit margins and future P/E following a mix of recent price target cuts and one upgrade. Analyst Commentary Recent Street research on Bellway has been mixed, with one upgrade and several price target revisions.
Aggiornamento della narrazione Mar 24

BWY: Future P/E Reset Will Support Cautious Yet Bullish Undervaluation View

Analysts have trimmed their price target on Bellway to £3,390 from £3,410, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bearish analysts have used the latest price target trim to £3,390 as a signal that their assumptions on valuation, required return and earnings visibility remain conservative.
Aggiornamento della narrazione Mar 09

BWY: Future P/E Repricing Will Support Constructive Undervaluation Case

Analysts have trimmed their price target for Bellway slightly to £3,390 from £3,410, reflecting updated views on revenue growth, profit margins and future P/E assumptions, while retaining a broadly constructive stance on the shares. Analyst Commentary The small trim in the price target to £3,390 from £3,410 signals that bearish analysts see a little less headroom for upside, even while the broader stance on the shares remains constructive.
Aggiornamento della narrazione Feb 23

BWY: Dividend Policy And Margin Outlook Will Support Future Returns

Analysts have nudged their Bellway price target slightly higher to £31.86 from £31.78, reflecting small adjustments to fair value assumptions, the discount rate, revenue growth, profit margin and expected future P/E. What's in the News Shareholders approved new Articles of Association at the AGM held on 27 November 2025, updating Bellway's corporate bylaws (AGM filing).
Aggiornamento della narrazione Feb 09

BWY: Higher P/E Assumptions And Dividend Policy Will Support Future Returns

Analysts have nudged their fair value estimate for Bellway slightly lower to £31.78 from £31.88, citing small adjustments to the discount rate, revenue growth assumptions, profit margin outlook, and future P/E expectations. What's in the News Shareholders approved the adoption of new Articles of Association at the AGM held on 27 November 2025, updating Bellway's company bylaws and governance framework (AGM, 27 November 2025).
Aggiornamento della narrazione Jan 25

BWY: Fair Outlook Will Balance Higher Discount Rate And Dividend Decisions

Analysts have lifted their price target on Bellway from £24.50 to £27.45, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E as the key drivers of the change. What's in the News Shareholders approved new Articles of Association at the AGM held on 27 November 2025, updating the company’s governing document (AGM resolution).
Articolo di analisi Jan 22

Investors Appear Satisfied With Bellway p.l.c.'s (LON:BWY) Prospects

Bellway p.l.c.'s ( LON:BWY ) price-to-earnings (or "P/E") ratio of 20x might make it look like a sell right now...
Aggiornamento della narrazione Jan 11

BWY: Higher P/E Assumptions Will Support A Stronger Future Share Price

Analysts have nudged their price target on Bellway higher, with one recent move taking it to £3,090 from £3,000. This reflects updated assumptions on fair value, discount rate, growth and P/E expectations.
Articolo di analisi Nov 25

Bellway (LON:BWY) Is Increasing Its Dividend To £0.49

Bellway p.l.c. ( LON:BWY ) will increase its dividend from last year's comparable payment on the 14th of January to...
Articolo di analisi Nov 18

Estimating The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

Key Insights The projected fair value for Bellway is UK£33.54 based on 2 Stage Free Cash Flow to Equity Current share...
Articolo di analisi Oct 31

Bellway (LON:BWY) Will Pay A Larger Dividend Than Last Year At £0.49

Bellway p.l.c.'s ( LON:BWY ) dividend will be increasing from last year's payment of the same period to £0.49 on 14th...
Articolo di analisi Oct 17

Bellway (LON:BWY) Is Paying Out A Larger Dividend Than Last Year

Bellway p.l.c. ( LON:BWY ) has announced that it will be increasing its dividend from last year's comparable payment on...
Articolo di analisi Oct 11

Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?

Bellway p.l.c. ( LON:BWY ), is not the largest company out there, but it saw significant share price movement during...
Aggiornamento della narrazione Sep 05

New Facilities And Efficient Operations Will Secure Future Success

Analysts maintain a cautious stance on Bellway amid uncertainty over 2026 volume growth and UK housing market pressures, balanced by recent resilient trading and earnings potential, resulting in an unchanged consensus price target of £31.13. Analyst Commentary Mixed views on Bellway's ability to deliver fiscal 2026 volume growth, with some analysts anticipating increased operational challenges.
Articolo di analisi Aug 21

Bellway p.l.c. (LON:BWY) Not Lagging Market On Growth Or Pricing

LSE:BWY 1 Year Share Price vs Fair Value Explore Bellway's Fair Values from the Community and select yours With a...
Articolo di analisi Jul 25

Bellway (LON:BWY) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Articolo di analisi May 10

Why Investors Shouldn't Be Surprised By Bellway p.l.c.'s (LON:BWY) 26% Share Price Surge

Bellway p.l.c. ( LON:BWY ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
Articolo di analisi Apr 18

Is Bellway (LON:BWY) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Mar 28

Bellway (LON:BWY) Has Announced A Dividend Of £0.21

The board of Bellway p.l.c. ( LON:BWY ) has announced that it will pay a dividend of £0.21 per share on the 1st of...
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Nuova narrazione Feb 09

Expansion Of Outlets And Ashberry Brand Will Boost Future Private Sales Volume

Strong balance sheet and strategic initiatives set the stage for multiyear volume growth and improved returns, boosting revenue and earnings.
Articolo di analisi Jan 31

A Look At The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

Key Insights The projected fair value for Bellway is UK£28.27 based on 2 Stage Free Cash Flow to Equity With UK£26.06...
Articolo di analisi Nov 28

Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Articolo di analisi Nov 12

Bellway (LON:BWY) Has Announced A Dividend Of £0.38

Bellway p.l.c. ( LON:BWY ) will pay a dividend of £0.38 on the 8th of January. This payment takes the dividend yield to...
Articolo di analisi Nov 03

Bellway p.l.c.'s (LON:BWY) Earnings Haven't Escaped The Attention Of Investors

Bellway p.l.c.'s ( LON:BWY ) price-to-earnings (or "P/E") ratio of 25.6x might make it look like a strong sell right...
Articolo di analisi Oct 18

Bellway's (LON:BWY) Dividend Will Be £0.38

The board of Bellway p.l.c. ( LON:BWY ) has announced that it will pay a dividend on the 8th of January, with investors...
Articolo di analisi Oct 15

Is There Now An Opportunity In Bellway p.l.c. (LON:BWY)?

Bellway p.l.c. ( LON:BWY ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Articolo di analisi Aug 17

Calculating The Fair Value Of Bellway p.l.c. (LON:BWY)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bellway fair value estimate is UK£33.69 With UK£30.26 share...
Articolo di analisi Jul 27

Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Articolo di analisi Jul 04

Is Bellway p.l.c. (LON:BWY) Potentially Undervalued?

Bellway p.l.c. ( LON:BWY ), is not the largest company out there, but it received a lot of attention from a substantial...
Articolo di analisi Jun 14

What Bellway p.l.c.'s (LON:BWY) P/E Is Not Telling You

It's not a stretch to say that Bellway p.l.c.'s ( LON:BWY ) price-to-earnings (or "P/E") ratio of 14.7x right now seems...
Articolo di analisi May 11

A Look At The Fair Value Of Bellway p.l.c. (LON:BWY)

Key Insights The projected fair value for Bellway is UK£22.92 based on 2 Stage Free Cash Flow to Equity Bellway's...
Articolo di analisi Apr 26

Bellway (LON:BWY) Is Paying Out Less In Dividends Than Last Year

Bellway p.l.c. ( LON:BWY ) is reducing its dividend from last year's comparable payment to £0.16 on the 1st of July...
Articolo di analisi Apr 10

Bellway's (LON:BWY) Dividend Will Be Reduced To £0.16

Bellway p.l.c. ( LON:BWY ) is reducing its dividend from last year's comparable payment to £0.16 on the 1st of July...
Articolo di analisi Mar 16

What Does Bellway p.l.c.'s (LON:BWY) Share Price Indicate?

While Bellway p.l.c. ( LON:BWY ) might not have the largest market cap around , it saw a double-digit share price rise...
Articolo di analisi Feb 05

Capital Allocation Trends At Bellway (LON:BWY) Aren't Ideal

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Articolo di analisi Jan 18

Lacklustre Performance Is Driving Bellway p.l.c.'s (LON:BWY) Low P/E

Bellway p.l.c.'s ( LON:BWY ) price-to-earnings (or "P/E") ratio of 8.4x might make it look like a buy right now...
Articolo di analisi Jan 03

Here's Why We Think Bellway (LON:BWY) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Dec 15

At UK£25.34, Is Bellway p.l.c. (LON:BWY) Worth Looking At Closely?

Bellway p.l.c. ( LON:BWY ), might not be a large cap stock, but it led the LSE gainers with a relatively large price...
Articolo di analisi Nov 07

Bellway (LON:BWY) Is Due To Pay A Dividend Of £0.95

Bellway p.l.c.'s ( LON:BWY ) investors are due to receive a payment of £0.95 per share on 10th of January. This payment...
Articolo di analisi Nov 03

Estimating The Intrinsic Value Of Bellway p.l.c. (LON:BWY)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bellway fair value estimate is UK£18.77 Current share price of...
Articolo di analisi Oct 19

Does Bellway (LON:BWY) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Rendimenti per gli azionisti

BWYGB Consumer DurablesGB Mercato
7D1.0%2.6%2.5%
1Y-29.7%-43.0%19.4%

Ritorno vs Industria: BWY ha superato il UK Consumer Durables che ha restituito -43 % nell'ultimo anno.

Rendimento vs Mercato: BWY ha avuto una performance inferiore al mercato UK che ha registrato un rendimento 19.4 % nell'ultimo anno.

Volatilità dei prezzi

Is BWY's price volatile compared to industry and market?
BWY volatility
BWY Average Weekly Movement7.6%
Consumer Durables Industry Average Movement5.9%
Market Average Movement5.7%
10% most volatile stocks in GB Market11.9%
10% least volatile stocks in GB Market3.1%

Prezzo delle azioni stabile: BWY non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato UK.

Volatilità nel tempo: La volatilità settimanale ( 8% ) di BWY è rimasta stabile nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
19462,719Jason Honeymanwww.bellwayplc.co.uk

Bellway p.l.c., insieme alle sue controllate, opera nel settore della costruzione di case nel Regno Unito. Costruisce e vende abitazioni che vanno da appartamenti con una sola camera da letto a case familiari con sei camere da letto, oltre a fornire abitazioni ad associazioni edilizie per l'edilizia sociale. Offre case con i marchi Bellway, Ashberry e Bellway London.

Bellway p.l.c. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di Bellway con la sua capitalizzazione di mercato?
BWY statistiche fondamentali
Capitalizzazione di mercatoUK£2.14b
Utili (TTM)UK£156.80m
Ricavi(TTM)UK£2.87b
13.7x
Rapporto P/E
0.7x
Rapporto P/S

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
BWY Conto economico (TTM)
RicaviUK£2.87b
Costo del fatturatoUK£2.40b
Profitto lordoUK£470.00m
Altre speseUK£313.20m
UtiliUK£156.80m

Ultimi utili riportati

Jan 31, 2026

Prossima data di guadagno

Oct 13, 2026

Utile per azione (EPS)1.37
Margine lordo16.36%
Margine di profitto netto5.46%
Rapporto debito/patrimonio netto5.4%

Come si è comportato BWY nel lungo periodo?

Vedi performance storica e confronto

Dividendi

3.9%
Rendimento attuale del dividendo
54%
Rapporto di remunerazione
Quando è necessario acquistare BWY per ricevere un dividendo imminente?
Bellway date dei dividendi
Data di stacco del dividendoMay 21 2026
Data di pagamento dei dividendiJul 01 2026
Giorni fino al dividendo Ex3 days
Giorni prima della data di pagamento dei dividendi38 days

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 12:33
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/01/31
Utili annuali2025/07/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Bellway p.l.c. è coperta da 32 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gavin JagoBarclays
Rajesh PatkiBarclays
Jonathan BellBarclays